Javion Rookard (CRD# 6760001) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tucker, GA and has over 3 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Waban, MA | Nov 2020 - Current | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waban, MA | Nov 2020 - Current | 3 |
Bank Of America | Watertown, MA | Nov 2020 - Nov 2021 | 1 |
Nylife Securities LLC | Rockland, MA | May 2019 - Nov 2020 | 1 |
New York Life Insurance Co | Rockland, MA | May 2018 - Nov 2020 | 2 |
City Of Cambridge - Human Services | Cambridge, MA | Aug 2016 - Jun 2018 | 1 |
Bentley University | Waltham, MA | Feb 2017 - May 2018 | 1 |
Bentley University | Waltham, MA | Sep 2015 - May 2018 | 2 |
Bentley University | Waltham, MA | Aug 2014 - May 2018 | 3 |
Northwestern Mutual | Wellesley, MA | Apr 2017 - Mar 2018 | < 1 |
Philipps Brooks House Assoc | Cambridge, MA | Jan 2015 - Feb 2017 | 2 |
City Sports | Cambridge, MA | Apr 2014 - Dec 2015 | 1 |
Phillips Brooks House Association | Cambridge, MA | Jun 2009 - Aug 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2020 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- GA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.